Microsoft Dynamics Digital Academy 2020

This track includes 3 sessions specifically tied to finance and accounting concepts in Dynamics 365.

Session 1: Budget Planning Configuration and Workflow (Tuesday 09/29/20)

For many businesses, the Budget planning process can be inefficient. Discover how D365FO can improve this process - no more manually allocating and aggregating data in Excel or emailing several spreadsheets around for approval. In this session we will cover Budget planning configuration, Budget planning processes, and Budget planning workflows!

Session 2: Scrutinizing Dynamics 365 Credit Management (Wednesday 09/30/20)

Utilizing the new Credit management tools to set automatic credit limits as well as set blocking rules for past due or overextended customers.

Session 3: The World of Managing Discounts (Thursday 10/01/20)

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This track includes 3 sessions in the world of Dynamics AX/365 Advanced Warehouse Management.

Session 1: Advanced Warehouse 101 (Tuesday 10/13/20)

Before you walk the walk into the warehouse you have got to talk the talk. In this webinar you will get to know the lingo as we focus on defining common terms and functionality used in D365 advanced warehousing.

Session 2: Adventures in Outbound Shipping (Wednesday 10/14/20)

Focus on standard functionality for Pick, Pack and Ship in Dynamics AX/365 (mobile devices included). Experience the outbound process in Dynamics AX/365 Advanced Warehouse Management. Learn how to stage inventory in a packing location, and pack to individual shipping containers.

Session 3: Bringing items into the warehouse (Thursday 10/15/20)

Master the standard Dynamics AX/365 Advanced Warehouse Management Receiving and Putaway functionality (including mobile devices). Uncover the inbound process and learn how to manage Receiving and Putaway efficiently.

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This track includes 3 sessions diving into Dynamics 365 Sales concepts.

Session 1: Leads vs. Opportunities - Where to Draw the Line? (Tuesday 10/20/20)

While Leads are often perceived to be in the domain of "Marketing", it is important to understand the capabilities of D365 for Sales and the specific features the platform provides that can be utilized to the benefit of "Sales" teams as well. In this session, we will dive into "Lead to Opportunity" core features and showcase a few real-world design solutions where organizations might differ in their approach to Leads vs. Opportunities.

Session 2: Managing Sales Quotes (Wednesday 10/21/20)

Most sales begin with an opportunity which then inevitably becomes a Sales Quote. In this presentation we review all things Sales Quotes. Join us for our 45 minute presentation and discover the power D365 Sales and we will demo the following:

• Create Quote
• Create Quote from Opportunity
• Quote Products
• Activate Quote
• Revise Quote
• Close Quote
• Create Order

Session 3: User Security (Thursday 10/22/20)

For most organizations CRM security is crucial in order to have an effective application. One of the key features of Dynamics 365 is its intuitive security that can be configured to meet nearly every organization’s requirements. In this presentation we will dive in and do an in depth review of the components that make up security in Dynamics 365 Sales. We will demonstrate the following items:

• Business Units
• User Security
• Teams
• Role Based Security
• Record Based Security
• Field Level Security
• Model Driven App Security

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This track includes 3 sessions about data, BI and Reporting in Dynamics 365.

Session 1: Dynamics Electronic Reporting (Tuesday 10/27/20)

Most companies need to customize several business documents and report layouts with custom branding or change fields and columns for other business requirements. Electronic reporting provides an opportunity to help with some of these customizations without any technical experience necessary. In this session we will cover setting up Electronic Reporting, importing a report configuration from LCS, and then customizing this report.

Session 2: Advanced D365 Mobile Workspaces (Wednesday 10/28/20)

Understand the four pillars of the D365 Mobile platform: Dashboard, Workspaces, Pages and Actions. Grasp the extent of the capabilities of D365 Mobile Workspaces. Get exposure to client-side development and learn how to extend the design and behavior of the app by incorporating mobile business logic using JavaScript. See what is available for mobile workspace server-side development.

Session 3: Power Couple - D365 & Power BI Embedded (Thursday 10/29/20)

The latest developments in the world of Power BI with specific focus on Power BI Embedded and its influence for Dynamics 365 Finance/Supply Chain deployments.

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This track includes 3 sessions for current and future users of Dynamics 365 Field Service.

Session 1: Agreements (Tuesday 11/03/20)

D365 Field Service is a powerful platform that can empower your field service team to proactively identify issues and build strong relationships with your customers. In this session, we will dive into "Agreements" and how they can be used to assist in scheduling and overall preventative maintenance operations, including scheduled invoicing.

Session 2: Schedule Board (Wednesday 11/04/20)

The Dynamics 365 Field Service schedule board provides an overview of resource availability and bookings to be made. In this presentation, we provide an overview of key functionality and introduce the new schedule board features and configurability!

Session 3: User Security (Thursday 11/05/20)

For most organizations CRM security is crucial in order to have an effective application. One of the key features of Dynamics 365 is its intuitive security that can be configured to meet nearly every organization’s requirements. In this presentation we will dive in and do an in depth review of the components that make up security in Dynamics 365 Field Service. We will demonstrate the following items:

• Business Units
• User Security
• Teams
• Role Based Security
• Record Based Security
• Field Level Security
• Model Driven App Security

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This track includes 3 sessions for Dynamics 365 developers.

Session 1: Conquering PowerApps Advanced Scenarios (Tuesday 11/10/20)

Learn how to use imperative development techniques in PowerApps to increase your ... power. Use advanced mathematical formulas on table records. Understand best practices to test your application to make it bullet-proof and improve performance its performance. Make your application robust and resilient by implementing offline capabilities.

Session 2: Thinking Logically - Azure Logic Apps for D365 (Wednesday 11/11/20)

This demonstration will provide key concepts of Logic Apps for integration requirements and how it works with Dynamics 365 Finance/Supply Chain.

Session 3: RSAT [Regression Suite Automation Tool] (Thursday 11/12/20)

This RSAT (Regression Suite Automation Tool) enables creation of automated test scripts for most commonly used business processes. It is a good tool for rapid test developments based on existing Task Recordings and BPMs.

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This track includes 3 sessions about one of Microsoft's newest Dynamics 365 modules: Asset Management.

Session 1: Work Orders (Tuesday 11/17/20)

Everything you ever wanted to know about work orders. Learn how reactive work orders are created and maintained in the system. Learn the difference between work requests and work orders. Demonstrate how to set up preventive work orders and provide a schedule to your maintenance staff.

Session 2: Additional Setup (Wednesday 11/18/20)

Additional setup that will provide greater insight into how your maintenance department operates. Learn about checklists, spare parts, and Asset BOMs. Integrate Purchase orders and inventory with Asset management to fully harness the power of using Master planning in your maintenance department.

Session 3: The Cost of Maintenance (Thursday 11/19/20)

A deep dive into how costs are calculated in Asset management. Learn how maintenance work ties to the Project management and accounting module, and how you can see the true costs of maintaining your equipment.

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This track includes 6 sessions dedicated to helping your organization understand and plan for the move to Dynamics 365.

Session 1: Why Move to D365? (Tue 12/1)

Dive in to the benefits of moving to D365 for current Dynamics AX users. Attendees will be introduced to new features in D365, learn how the overall user experience differs, and gain further understanding of the overall business impact.

Session 2: Upgrade vs Re-Implementation (Wed 12/2)

Upgrade, Re-Implementation, or a mixture of the two – build your strategy and get a jump-start on your move to D365!

• Strategy/ROI
• Customizations
• Custom Code Quality
• Data
• Documentation
• New Features
• ISVs
• Integrations

Session 3: Cracking The Code (Thu 12/3)

There are 3 major pillars (“technical” areas) to consider when upgrading to D365: Code, Data, and Licensing. The Code pillar will be covered this session, including:

• Code upgrade options and tools
• Extensions development
• Code samples

Session 4: Data Migration & Data Warehousing (Tue 12/8)

This session will focus on the Data pillar. Attendees can expect an

• Administrative and technical review of Data Warehousing requirements
• Data warehouse options during and after the implementation
• Pros and cons of cloud deployments with respect to data loads and data extraction

Session 5: Advanced D365 Mobile Workspaces (Wed 12/9)

Understand the four pieces of the D365 Mobile platform: Dashboard, Workspaces, Pages and Actions. Get exposure to:

• Client-side development
• Mobile business logic using JavaScript
• Server-side development

Session 6: Licensing (Thu 12/10)

Join us for this discussion into how the licensing model for AX 2009 (Concurrent) & AX 2012 (Enterprise, Functional, Task) has changed in D365 and what that means for your company. We will look at how to check the roles, duties, and privileges for the license levels and discuss license conversion options.

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This track includes 3 sessions based on concepts found in Dynamics 365 Customer Service.

Session 1: Virtual Agent (Tuesday 12/15/20)

With Dynamics 365 Virtual Agent for Customer Service users can easily deploy personalized bot conversations to resolve customer issues quickly and effectively any time of the day, any day of the week. This will help organizations to reduce costs by automating the response to common questions thus freeing up agent time to focus on more important cases.

• Create Virtual Agents
• Update Bots
• Review Analytics
• Power Automate Integration

Session 2: Knowledge Base (Wednesday 12/16/20)

A comprehensive knowledge base is the critical to improved customer satisfaction and increased productivity. A knowledge base empowers customer service reps with solutions to the most common issues in order to efficiently assist customers. In this presentation we will review importance of a Knowledge Base.

• Create Knowledge Article
• Full Text Search
• Relevance Search

Session 3: User Security (Thursday 12/17/20)

For most organizations CRM security is crucial in order to have an effective application. One of the key features of Dynamics 365 is its intuitive security that can be configured to meet nearly every organization’s requirements. In this presentation we will dive in and do an in depth review of the components that make up security in Dynamics 365 Customer Service. We will demonstrate the following items:

• Business Units
• User Security
• Teams
• Role Based Security
• Record Based Security
• Field Level Security
• Model Driven App Security

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